据伊朗媒体7日报道，伊朗总统佩泽希齐扬与伊朗最高领袖穆杰塔巴日前举行了会面。 佩泽希齐扬表示，会面气氛友好，双方交流了近两个半小时。“这次会面最让我印象深刻的，莫过于最高领袖的待人方式、看问题的视角以及谦逊而真诚的态度。这种态度将交流环境转变为一种基于信任、平静、共情和直接的氛围。” 他还说，整个交流完全没有隔阂，坦率直接，并充满亲近感与信任感。（新华社）

Rackspace and AMD partner on AI infrastructure for regulated industries Yahoo Finance

Rackspace Technology (NASDAQ:RXT) and AMD (NASDAQ:AMD) announced a multiyear strategic collaboration focused on developing enterprise artificial intelligence infrastructure tailored for regulated sectors. The companies said they signed a memorandum of understanding to pursue the creation of an Enterprise AI Cloud designed for organizations that require strong security, governance, and accountability standards.

SmartStop Self Storage REIT, Inc. press release ( SMA ): Q1 FFO of $0.49 beats by $0.41 . Revenue of $78.31M (+19.6% Y/Y) beats by $3.94M . More on SmartStop Self Storage REIT, Inc. SmartStop Self Storage: Upgrading On North America Portfolio Growth Seeking Alpha’s Quant Rating on SmartStop Self Storage REIT, Inc. Historical earnings data for SmartStop Self Storage REIT, Inc. Dividend scorecard for SmartStop Self Storage REIT, Inc. Financial information for SmartStop Self Storage REIT, Inc.

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China’s total gold reserves reached 74.6 million ounces at the end of April. Photo: VCG China’s central bank added 260,000 ounces of gold to its reserves in April, marking its 18th consecutive month of purchases and the largest single-month increase since January 2025. The sustained accumulation reflects a broader trend among global central banks to bolster gold holdings at lower prices, even as volatile bullion markets and geopolitical uncertainty in the Middle East prompted some investors to sell assets for liquidity.

美股繼續上升，紐約期油曾跌穿90美元。

美股繼續上升，紐約期油曾跌穿90美元。

franckreporter/iStock via Getty Images The S&P 500’s ( SPY ) steady 7.6% year-to-date gain masks a far more aggressive story under the surface, according to Goldman Sachs’ latest basket performance data. Speculative and cyclical corners of the market are dominating 2026. International sales exposure leads the pack with a stunning 32.9% YTD return, followed by non-profitable tech at 29.3% and the most-shorted stocks at 26.9%. U.S. commodities, high-beta cyclicals and high-yield debt-sensitive names have all posted gains above 21%. The laggards tell the inverse story. Domestic sales exposure sits flat, consumer staples ( XLP ) have barely budged at 0.3%, and defensives ( ITA ) trail with just 2.9% gains. The drones (UAV) basket is underwater, down 8.1%. March’s market correction rattled nearly everything, but the quarter-to-date rebound has revived the risk trade with conviction, with equity indices back to record territory. Liz Ann Sonders The list below includes the top 10 Strong Buy-rated stocks with high short interest. AXT, Inc. ( AXTI ) — Short Interest: 13.02%, Seeking Alpha Quant Rating: 4.99 Lumentum Holdings Inc. ( LITE ) — Short Interest: 12.43%, Quant Rating: 4.99 Ironwood Pharmaceuticals, Inc. ( IRWD ) — Short Interest: 11.05%, Quant Rating: 4.98 Navitas Semiconductor Corporation ( NVTS ) — Short Interest: 20.78%, Quant Rating: 4.96 Cohu, Inc. ( COHU ) — Short Interest: 12.85%, Quant Rating: 4.96 PBF Energy Inc. ( PBF ) — Short Interest: 10.27%, Quant Rating: 4.92 Delek US Holdings, Inc. ( DK ) — Short Interest: 14.45%, Quant Rating: 4.89 Penguin Solutions, Inc. ( PENG ) — Short Interest: 16.79%, Quant Rating: 4.88 Clear Secure, Inc. ( YOU ) — Short Interest: 10.17%, Quant Rating: 4.88 Crescent Energy Company ( CRGY ) — Short Interest: 10.45%, Quant Rating: 4.87 More on the Markets The Pendulum Swings From Extreme Fear To Greed The U.S.-Iran Hormuz Deal: Last Chance To Prevent Oil Spike To $200 This Market Looks Like 1999: Investors Should Prepare For A B...

dimarik/iStock via Getty Images I'm still maintaining a favorable view of Adient plc ( ADNT ). ADNT's 2QFY26 (YE Sep) surpassed expectations. The raised full-year guidance already implies a reversal from FY2025's sales decrease. Its new products could possibly translate into further growth and margin accretion. My previous November 12, 2024 article highlighted how ADNT has parted ways with its metals-related operations and captured more revenue from local carmakers in the PRC. Shares Jumped After Street-Beating Results The firm dropped an 8-K filing on the morning of May 6 to share its quarterly numbers. ADNT's YoY topline expansion improved from 4QFY25's +3.5% and 1QFY26's +4.3% to +7.0% in 2QFY2026. The latest three-month figure of $3,865M represented a 6.5% outperformance over consensus. My late-2024 piece noted its aim to "grow the (FY27) Mainland Chinese business' sales contribution from domestic OEMs to 60%." I'm encouraged by the solid progress in this area. At the analyst briefing , management disclosed that seven-tenths of "our new business wins in China are with local" players. This shift has allowed the company's PRC division to post 2QFY26 revenues which were one-tenth higher YoY. This compares favorably to the market's -10% contraction during the same period. Its Americas units +5% sales increase for the recent quarter was also better than a stagnant industry. I believe that's attributable to ADNT's ability to displace incumbents and capitalize on the localization wave. The enterprise's results slides revealed the realization of "180k and 200k incremental vehicle volumes from Volkswagen ( VWAGY ) conquest wins and Chevrolet Equinox U.S. onshoring", respectively in Q2. Separately, ADNT registered a $0.52/share bottom-line for the quarter ended Mar. '26. That's 18% ahead of the sell-side projection of $0.44, despite being 24.6% YoY lower. I'm not overly concerned about the EPS contraction. In my opinion, the group had to endure certain short-term pains to...

Stansted passengers disagree that stopping airports serving alcohol before early flights will reduce bad behaviour For most people, the idea of a pint with breakfast is pretty grim. But at the Wetherspoon’s in Stansted’s departure lounge on Thursday morning, it appeared to be the beverage of choice. “It’s a holiday ritual,” said Dee Wood, 60, a waste policy officer, who was enjoying a pint while waiting to board her Alicante-bound morning flight. “It’s like the start of holiday,” said her friend Rachel Almond, 59, a community planner, who was treating herself to a lager. “We don’t get drunk, we just have a pint, say cheers and off we go.” Continue reading...

sitox Fluence Energy ( FLNC ) up 38.7% in early trading Thursday after reporting a slightly narrower than expected FQ2 loss and saying it had signed master supply agreements with two hyperscaler data center customers, without providing details. Q2 net loss was reduced to $29.2M from $41.9M in the year-earlier quarter, and adjusted EBITDA loss narrowed to $9.44M from $30.4M a year ago, and revenue rose 7.7% Y/Y to $464.9M, while gross profit margin and adjusted gross profit margin both edged up to 10% and 11.1% from 9.9% and 10.4%, respectively, in the year-earlier quarter; total backlog hit a record $5.6B as of March 31, up 14% Y/Y, and YTD order intake doubled to ~$2B. Fluence ( FLNC ) maintained its 2026 total revenue forecast of $3.2B-$3.6B, which has a midpoint above the $3.37B average analyst estimate. "We are beginning to see the benefit of our pipeline growth with an acceleration of orders over the past few months and backlog reaching another record level. We also reached substantial completion on our first delivery of Smartstack and affirmed access to our domestic content offering in the U.S.," CEO Julian Nebreda said. "Our customer expansion strategy is gaining momentum. We have signed master supply agreements with two hyperscalers and expect to convert our first order soon," the CEO said. "The possibility of a hyperscaler order will likely overshadow everything else in the quarter. We expect a positive reaction to the announcement... especially as the sentiment on FLNC was negative going into the quarter, and the hyperscaler announcement unexpectedly came sooner than expected," Citi analyst Vikram Bagri said in response to the report. More on Fluence Energy Fluence: The Data Center Opportunity Looks Promising, But Other Risks Remain Fluence Energy: The Scalable Solution Powering AI-Driven Data Centers Seeking Alpha's Quant Rating on Fluence Energy

(RTTNews) - While reporting financial results for the second quarter on Thursday, Maximus, Inc. (MMS) raised its adjusted earnings guidance for the full-year 2026, while maintaining annual sales outlook.

格隆汇5月7日｜费城半导体指数开盘下跌1.5%。其中，英伟达股价下跌0.57%，台积电股价下跌1.07%，博通股价下跌1.39%，美光科技股价下跌2.22%，超威半导体股价下跌1.36%，阿斯麦股价下跌0.35%。

Tesla Opens Up Over 2%, Shares Return to $400, Here Is What Investors Need to Note TradingKey

Exclusive: Documents show Modella Capital, which bought the chain last year, is so far owed £2.9m in royalty fees The investment company that owns the former WH Smith high street stores is charging the retailer millions of pounds in licence fees for the right to use its widely derided TG Jones name, the Guardian can reveal. Modella Capital – which bought the chain from WH Smith’s parent company last year – on Wednesday blamed weak consumer spending as it laid out a restructuring plan that could shut 150 of its 450 shops . It also said “the forced name change from WH Smith has also negatively impacted consumer awareness”. Continue reading...

U.S. stocks ended sharply higher on Wednesday, with the S&P 500 closing above the 7,300 mark for the first time, on hopes that the United States and Iran could reach a peace deal soon and robust earnings reports from a fresh batch of companies.

北京时间5月7日晚，美股周四高开，道指突破5万点关口。布伦特原油连续第三天下跌。交易员正在等待有关潜在美伊和平协议的最新进展，该协议可能重新开放通过霍尔木兹海峡的石油运输。 道指涨193.39点，涨幅为0.39%，报50103.98点；纳指涨40.55点，涨幅为0.16%，报25879.50点；标普500指数涨6.50点，涨幅为0.09%，报7371.62点。 布伦特原油交投于每桶99美元附近，延续前两个交易日累计12%的跌势，原因是市场越来越相信中东协议已近在眼前。6月交割的WTI原油期货下跌2.5%，至每桶92.79美元。布伦特原油本周累计下跌逾10%。 即便经历这轮下跌，布伦特原油价格仍比2月底冲突爆发时高出40%；与此同时。这提醒市场，能源成本上升仍在持续给全球经济造成压力。 Lombard Odier首席经济学家Samy Chaar表示，尽管中东局势仍不确定，但“势头正朝着好的方向发展”，市场也已经注意到了这一点。 交易员等待伊朗局势进展。 据一位知情人士称，华盛顿已提出一项方案，将逐步重新开放这条水道，并解除美国对伊朗港口的封锁。投资者目前正等待更多后续消息。关于伊朗核计划的谈判将在后续阶段进行。预计伊朗将在未来几天通过巴基斯坦作出回应。 随着市场对冲突解决的乐观情绪增强，股市已摆脱战争造成的跌幅。这种乐观情绪又为由科技企业盈利和人工智能高预期推动的涨势增添了动能。若霍尔木兹海峡恢复运输，也将降低战争对经济影响的相关风险。 ATFX Global首席市场策略师Nick Twidale表示，市场正在权衡执行风险，“既包括协议能否最终敲定，也包括即便协议达成，受扰乱的供应流动能以多快速度恢复正常。” 油价飙升曾在3月重创全球市场，但脆弱的停火以及达成协议的前景自4月以来推动了风险偏好反弹，而强劲的科技企业财报进一步助燃了这轮涨势。 Santander Asset Management投资策略主管Francisco Simón表示：“尽管目前还没有最终和平协议，但市场显然正在定价朝解决方案迈出的重要一步。关键在于，这降低了最负面情景发生的概率，尤其是那些涉及全球增长遭受更长期冲击的情景。” 在周五美国4月非农就业数据公布前，以及标普500指数成分股中已有超过80%的公司完成财报披露之际，一些投资者表示，股市下一轮上涨将由市场对美联储降息的预期推动。就这一点而言...

Vesta ( VTMX ) said Thursday it launched a global public offering of about 70M common shares, including shares represented by ADSs in the U.S. The industrial real estate company said the shares will also be offered in Mexico pending regulatory approval from the country’s banking and securities regulator. Barclays, JP Morgan, and Morgan Stanley are serving as joint global coordinators for the offering. More on Corporación Inmobiliaria Vesta Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q1 2026 Earnings Call Transcript Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q4 2025 Earnings Call Transcript Vesta signals development restart with 1.6 million sq ft pipeline and a $74.8M 2026 dividend Vesta outlines 10%–11% rental revenue growth for 2026 as manufacturing demand surges Seeking Alpha’s Quant Rating on Corporación Inmobiliaria Vesta

Erdene Resource Development press release ( ERDCF ): Q1 Gross Project Revenue of 42M. Recorded net income of $4,764 for the three months ended March 31, 2026, compared to net loss of $4,501 for the three months ended March 31, 2025. Exploration and evaluation expenses fell to $891 in the first quarter of 2026 from $974 a year earlier. More on Erdene Resource Development Corporation Erdene Resource Development Corporation (ERD:CA) Q4 2025 Earnings Call Transcript Financial information for Erdene Resource Development Corporation

Deere (NYSE: DE), widely considered the world’s largest maker of agricultural equipment, pays its next quarterly dividend of $1.62 per share on May 8, 2026. With the payout held flat at $1.62 across the past several quarters and the ag cycle bottoming, income-focused investors want to know if the dividend is secure. Let’s find out. Dividend ... Deere Keeps Paying Out, but Is That Dividend Safe?

登录新浪财经APP 搜索【信披】查看更多考评等级 核心要点 总部位于迈阿密的区块链科技公司 Propy，一直致力于革新住宅房产的交易交割流程。 公司近期从私募投资机构大都会合伙集团获得 1 亿美元信贷额度 。 Propy 还将利用这笔新融资开发 人工智能智能代理 ，助力房产交易落地。 凡是买卖过房产的人都知道，房产交割流程冗长又繁琐。流程充斥老旧纸质文件，需要多方反复签字、信息披露，还有大量合规表单。尽管部分环节已实现数字化，但整体仍未摆脱传统模式。 如今一个解决方案应运而生： 把所有房产交易流程搬上区块链 。 2017 年成立、总部位于迈阿密的区块链科技企业 Propy，一直致力于推动房产交割流程现代化，并近期获得大额资金助力。今年 1 月末，Propy 宣布从私募投资机构大都会合伙集团敲定 1 亿美元信贷额度 。公司表示，这笔资金将用于整合产权公司与托管机构，打造一套由人工智能驱动、全流程一体化的房产交割平台。 Propy 创始人兼首席执行官娜塔莉亚・卡拉亚内娃表示：“我们坚信，区块链是继互联网之后的下一个时代变革浪潮。互联网实现了信息流转，区块链则实现了价值流转。如今它已能流转资金、国债资产，但房地产行业仍远远落后。” 她认为，核心原因是房产行业本身并不真正理解区块链。区块链如同一个庞大、共享、无人能够单独掌控的数字化档案库， 链上记录的信息一经写入便无法篡改 。 “这项技术可永久登记房产契约与交易记录，数据不可篡改，从根源上杜绝交易欺诈。” 卡拉亚内娃说道。 目前 Propy 已收购四家成熟的产权服务公司，但业务转型并非易事。 “这些传统产权公司员工对人工智能普遍抱有极大顾虑。完成收购后，我们会为员工提供线下培训，讲解人工智能、区块链及加密货币相关知识，还专门开设课程培训托管专员如何操作链上交易。一旦他们熟悉流程，交易就能自动顺畅完成。” 卡拉亚内娃介绍道。 她提到，以往需要数周才能完成的房产交割，如今 仅需数小时 即可办结。 智能代理艾弗里 Propy 还将利用新融资研发 AI 智能代理助力交易，这款智能代理命名为 艾弗里（Avery） ，可全天候直接对接客户，讲解 Propy 业务模式及人工智能功能，甚至还开设了社交平台照片墙账号。 艾弗里会实时监测邮件与交易动态，提取所有关键数据，并自动录入智能合约平台，同时还支持外呼通话功能。 “它就像一位永不休息的...

JHVEPhoto/iStock Editorial via Getty Images DaVita Inc. ( DVA ) reported strong Q1 numbers on Wednesday, May 6. Shares soared 23% in the session that followed, making it the second-best S&P 500 ( SP500 ) performer on a day when the market rallied to record highs. I had a hold rating on DVA two years ago. Back in May 2024 , I noted significant EPS upside in the quarters that followed, but the stock’s valuation had met my fair value estimate. The stock was indeed almost flat before this week’s surge. Today, I am upgrading DVA to a Buy. I’ll call out that the profit growth trend is strong, while its price-to-earnings ratio is modest. I’ll also provide a refreshed look at the technical situation. DVA Posts a 2nd-Straight Earnings Surge Stockcharts.com In May, DaVita reported a solid set of quarterly results. Q1 non-GAAP EPS of $2.87 topped the Wall Street consensus forecast of $2.33, while revenue of $3.4 billion, up 6% from the same period a year earlier, was a modest $60 million beat. The management team hiked its guidance , prompting the big stock price gain. Indeed, shares soared after the numbers hit the tape. The 23% advance marked a second consecutive post-earnings surge, according to data from Option Research & Technology Services. In fact, the February gain snapped a streak of 7 straight post-earnings declines. Looking ahead to the August report, the options market prices in an elevated 7.8% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the reporting day. Looking back on the quarter that was, DaVita delivered big Q1 numbers . Operating income rose 15% YoY, largely due to improved margins and a 4.4% increase in revenue per treatment. The sanguine all-around figures prompted the management team to lift its conservative forecast. A key highlight was the improvement in non-acquired volumes, which grew 0.1%, a shift attributed equally to the closure of a competitor’s facilities and improved mortality rates. Operationall...

国际奥委会执委会7日表示，不再建议对白俄罗斯运动员（包括代表队）参加由国际单项体育联合会和国际体育赛事组织机构主办的比赛施加任何限制。国际奥委会执委会取消此前针对白俄罗斯及白俄罗斯运动员的、于2022年2月28日和2023年3月28日发布的相关建议。（央视新闻）

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The company's improving growth outlook and its relationship with Nvidia continues to power the stock higher in 2026.

Key PointsUpgraded guidance signals robust demand and growth in AI data center infrastructure.

Costco (NASDAQ:COST) has rebounded from its December lows to retake the $995 handle, and our proprietary model sees more room to run. With membership fee income compounding double digits and digital comp sales surging above 20%, the warehouse giant continues to defy retail gravity. Here is where I think the stock heads next. The 24/7 ... Prediction: Costco Will Trade At This Price In 1 Year

盈利提速、增長放緩：百濟神州的下一程，等索托克拉接棒丨看業績 Moomoo

仁滙醫務集團去年突然結業，海關調查一年後，指沒有足夠證據證明，集團違反《商品說明條例》。 仁滙集團銷售各種防疫針計劃，以及身體檢查服務，海關截至上月30日，接獲2,514宗相關舉報，經調查及徵詢律政司意見後，沒有足夠證據證明，有關商戶或任何人士，違反《商品說明條例》，已終止調查。 消委會就接獲1,301宗投訴，涉及金額逾670萬元，但指若商戶停止營業，難以採用調停方式跟進，若個案金額不超過75,000元，消費者可向小額錢債審裁處，提出民事訴訟。